AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
AMFI Registered Mutual Fund Distributor
IRDA Certified Life and General Insurance Advisor
Certified Wealth Manager | Certified Financial Planner
NISM Certified Portfolio Manager
"Financial & Investment planning is a strategic process that helps individuals and businesses manage their finances to achieve their goals and aspirations.
Our process begins with a comprehensive assessment of your current financial situation, including your income, expenses, assets and liabilities, risk profiling, etc.
The holistic purpose is to identify opportunities and challenges, ensuring that we create a strategy to maximize your financial potential.
Benefits include improved financial understanding, efficient resource allocation, risk management, tax efficiency, retirement security, and peace of mind. Ultimately, financial planning empowers you to make informed decisions, ensuring financial stability and a secure future.
It is important to note that Financial & Investment planning is a specialist job to help you achieve your life goals.
CFPs are called financial doctors."
CP Wealth & Financial Services is a venture by its founder and promoter CP Joshi, a Certified Financial Planner, Chartered Wealth Manager, and a professionally qualified expert in Finance, Legal, and Company Secretary ship.He held senior positions in prominent corporations such as Larsen & Toubro Ltd, Hyundai Motors India Ltd, ANZ Grindlays Bank, Bharti Airtel, and my last assignment was as Senior Vice President at Vodafone India Ltd.
A-301, Kenwood Tower,
Charmwood Village, Suraj Kund Road,
Faridabad-121009
